Avantax Planning Partners’s Honeywell HON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $374K | Sell |
1,670
-2,034
| -55% | -$454K | 0.01% | 330 |
|
|
2026
Q1 | $837K | Buy |
3,704
+395
| +12% | +$90.3K | 0.02% | 215 |
|
|
2025
Q4 | $646K | Sell |
3,309
-205
| -6% | -$40.1K | 0.02% | 234 |
|
|
2025
Q3 | $697K | Sell |
3,514
-64
| -2% | -$13.4K | 0.02% | 230 |
|
|
2025
Q2 | $785K | Sell |
3,578
-90
| -2% | -$18.2K | 0.02% | 211 |
|
|
2025
Q1 | $732K | Buy |
3,668
+17
| +0.5% | +$3.44K | 0.03% | 205 |
|
|
2024
Q4 | $777K | Buy |
3,651
+52
| +1% | +$10.8K | 0.03% | 194 |
|
|
2024
Q3 | $701K | Buy |
3,599
+201
| +6% | +$39K | 0.03% | 208 |
|
|
2024
Q2 | $684K | Sell |
3,398
-558
| -14% | -$106K | 0.02% | 241 |
|
|
2024
Q1 | $765K | Buy |
3,956
+25
| +0.6% | +$4.71K | 0.02% | 233 |
|
|
2023
Q4 | $777K | Sell |
3,931
-54
| -1% | -$9.74K | 0.03% | 192 |
|
|
2023
Q3 | $694K | Buy |
3,985
+674
| +20% | +$123K | 0.03% | 194 |
|
|
2023
Q2 | $648K | Buy |
3,311
+1
| +0% | +$186 | 0.03% | 213 |
|
|
2023
Q1 | $596K | Buy |
3,310
+405
| +14% | +$76.1K | 0.02% | 219 |
|
|
2022
Q4 | $587K | Buy |
2,905
+12
| +0.4% | +$2.29K | 0.02% | 222 |
|
|
2022
Q3 | $455K | Sell |
2,893
-724
| -20% | -$126K | 0.02% | 229 |
|
|
2022
Q2 | $593K | Sell |
3,617
-147
| -4% | -$26.4K | 0.03% | 201 |
|
|
2022
Q1 | $690K | Sell |
3,764
-240
| -6% | -$44.4K | 0.03% | 197 |
|
|
2021
Q4 | $787K | Sell |
4,004
-107
| -3% | -$21.6K | 0.03% | 178 |
|
|
2021
Q3 | $823K | Buy |
4,111
+69
| +2% | +$14.7K | 0.04% | 156 |
|
|
2021
Q2 | $836K | Buy |
4,042
+145
| +4% | +$30.6K | 0.04% | 150 |
|
|
2021
Q1 | $797K | Sell |
3,897
-329
| -8% | -$64.2K | 0.04% | 152 |
|
|
2020
Q4 | $847K | Sell |
4,226
-233
| -5% | -$42.3K | 0.04% | 137 |
|
|
2020
Q3 | $692K | Sell |
4,459
-215
| -5% | -$31.9K | 0.04% | 153 |
|
|
2020
Q2 | $637K | Sell |
4,674
-189
| -4% | -$25K | 0.04% | 153 |
|
|
2020
Q1 | $613K | Sell |
4,863
-216
| -4% | -$33.4K | 0.04% | 136 |
|
|
2019
Q4 | $847K | Buy |
5,079
+40
| +0.8% | +$6.54K | 0.05% | 126 |
|
|
2019
Q3 | $804K | Buy |
5,039
+330
| +7% | +$52.5K | 0.05% | 127 |
|
|
2019
Q2 | $780K | Hold |
4,709
| – | – | 0.05% | 127 |
|
|
2019
Q1 | $705K | Buy |
4,709
+132
| +3% | +$18.4K | 0.05% | 133 |
|
|
2018
Q4 | $570K | Buy |
4,577
+460
| +11% | +$62.8K | 0.04% | 134 |
|
|
2018
Q3 | $619K | Buy |
4,117
+551
| +15% | +$78.1K | 0.05% | 126 |
|
|
2018
Q2 | $464K | Sell |
3,566
-241
| -6% | -$32.1K | 0.04% | 135 |
|
|
2018
Q1 | $497K | Sell |
3,807
-143
| -4% | -$19.8K | 0.04% | 177 |
|
|
2017
Q4 | $547K | Sell |
3,950
-2,368
| -37% | -$318K | 0.05% | 158 |
|
|
2017
Q3 | $809K | Buy |
6,318
+161
| +3% | +$20K | 0.06% | 140 |
|
|
2017
Q2 | $741K | Sell |
6,157
-349
| -5% | -$41.2K | 0.06% | 144 |
|
|
2017
Q1 | $734K | Sell |
6,506
-98
| -1% | -$10.8K | 0.07% | 140 |
|
|
2016
Q4 | $691K | Buy |
+6,604
| New | +$672K | 0.07% | 133 |
|
Other funds holding HON
Avantax Planning Partners's HON Position: Q2 2026 in Review
Avantax Planning Partners reduced its Honeywell (HON) stake by 55% in Q2 2026, selling an estimated $454K and leaving 1,670 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #330.
Avantax Planning Partners first reported a position in HON in Q4 2016 and has held it in 39 quarters since. The position peaked at $847K in Q4 2020. 2,155 funds tracked by Wall St. Rank hold HON as of Q2 2026.
- Avantax Planning Partners held 1,670 shares of Honeywell worth $374K as of Q2 2026.
- Avantax Planning Partners sold 2,034 Honeywell shares in Q2 2026, an estimated $454K.
- Honeywell made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #330 holding.
- Avantax Planning Partners first reported a position in Honeywell in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Honeywell position peaked at $847K in Q4 2020.
- 2,155 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.